Taiwan is in the middle of the largest wealth transfer in its history.
This is no longer limited to ultra-high-net-worth families. One in three properties that change hands in Taiwan now does so through inheritance — a scale most people haven't fully registered yet.
Sources: Ministry of Finance; Ministry of the Interior, Taiwan (Business Weekly Taiwan, Issue 2004, April 2026); E.SUN Bank × KPMG Taiwan High-Net-Worth Wealth Management & Succession Survey 2026
Which of these sounds familiar?
Every question has a right order to address it.
"Who should take over the business?"
Finding a successor is rarely about finding the right person. It's about finding a decision process everyone can live with.
Business · Succession & decision structure
開始 →"What if the kids think the split isn't fair?"
Fairness isn't really about equal numbers. It's about having an arrangement logic that everyone can clearly understand.
Wealth · Asset distribution & tools
開始 →"Will leaving them money make them stop trying?"
This worry usually means the family hasn't had a real conversation yet about what it actually wants to pass on.
Values · Legacy & family dialogue
開始 →These three questions look like different worries. Underneath, they share the same need: "Someone to help me put this in the right order." That's exactly what GraceFO does.
Start your family assessment →No preparation needed. 15 minutes. You'll know where you stand.
If 15 minutes is too long
Two lighter entry points, depending on what you want to clarify first today:
We don't make decisions for you. We help you see which decision deserves to come first.
Three questions, three different axes. Looking at them together is how you know what to do now — and what can wait.
Put your family's situation into words
A 15-minute questionnaire. Not a test — a way to organize what's been sitting in your head, clearly, for the first time.
See clearly where you stand right now
You'll receive a reading from three angles: succession structure, asset arrangement, and family dialogue. Not a score — an observation.
Decide which one thing to do first
Not a checklist. A sequence. The one most worthwhile step from today through the next 90 days.
15 minutes. No preparation needed.
What most families need isn't more information — it's knowing what to put first.
We help you sort what's in front of you into three —
Not another longer checklist — just a clearer sense of where to start.
Depending on what you want to clarify first.
Each entry is free and requires no preparation. You can take just one, or walk through all three over time — each will help you see your family's situation from a different angle.
Three-Axis Assessment
Business (succession), Wealth (assets), Values (dialogue) — see the whole picture.
Five Facts
Inheritance, tax, wills — five facts you thought you knew but may not apply to yourself yet.
Family Office Fit
Whether now is the time for a family office, which form suits you, what to do next.
Succession isn't a single decision.
It's a process of seeing more clearly, step by step.
From understanding the current state to building a walkable path — each stage has a corresponding way we can support.
The first time your family's arrangements are viewed together
- Holistic review of business, wealth, and values dimensions
- Initial understanding of gaps and rhythm
- Find the first direction worth thinking about
Turn your situation into "what to do first"
- Integrated read from legal, tax, wealth perspectives
- Decision card: now / next / hold off
- Key risks and why they matter
- First-round action directions
Turn the judgment into an executable arrangement
- Complete strategy map
- Priority sequence (what first, then next)
- Key decision signals
- Overall direction for tools and structures
Turn strategy into an executable, durable structure
- Family meeting facilitation and decision support
- Cross-domain integration (legal, tax, insurance, equity)
- Ongoing adjustment and optimization during execution
What we leave for the next generation is not only assets — but a structure that can keep functioning.
The thinking behind the practice
"85% of high-net-worth families say they've thought about succession. Fewer than half have actually started. The gap between intention and action is almost always a conversation that hasn't happened yet."
"Tax planning is table stakes. But the law determines who your wealth ultimately reaches — and liquidity determines whether the plan can actually be executed."
"Succession has two sides: passing and receiving. Until both are ready, even the best-structured plan won't land."
A system built to endure
Clarity of structure is the greatest gift you can give your family.
Whether the business continues isn't usually about who's most capable. It's about a way of deciding everyone can live with.
Can the tax, legal, and cross-border pieces be passed on with confidence — not discovered, at the wrong moment, to be missing something.
Not having the right-sounding words — but being able to say the hard things, and make expectations clear.
Professional Partners
U.S. CPA with a background in investment banking and venture capital, Grace has spent years working with high-net-worth families across Asia on succession strategy. She has a particular gift for turning abstract intentions into concrete, workable arrangements — and for holding space for the difficult conversations that matter most.
With deep experience in multinational corporations and public companies, John understands the pressures founders face at critical decision points. He translates complex tax, legal, and cross-border structures into succession frameworks built for the long run — grounded in data, delivered with clarity.
The most important family decisions are never just about assets.
They're about whether your family actually understands each other.